AVGO Earnings Preview, “Parabolic Seven” Rally & AI Infrastructure Surge

Danielle Shay previews Broadcom (AVGO) ahead of earnings, pointing to strong momentum driven by AI infrastructure demand and identifying a potential buy opportunity on a pullback. She highlights the “parabolic seven”—SanDisk (SNDK), Marvell Technology (MRVL), Micron Technology (MU), Intel (INTC), Dell Technologies (DELL), AMD Inc. (AMD), and Broadcom—as key beneficiaries of the AI build-out fueling chip and data center growth. Shay also flags emerging interest in space and photonics stocks tied to next-gen connectivity and computing trends.

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